Enquiry/Leads
Captures complete enquiry details such as contact information, product(s) enquired, source of enquiry, region and other demographic factors.

Enquiry History
Get the complete lead lifecycle from lead generation to quote at one glance.

Follow-up
Get complete trail of follow-ups done.

Follow-up Alerts
Schedule and receive timely follow-up reminders.

Closure
Maintain and measure hit rates of leads closed, cancelled and booked.

Assign/Reassign Leads
Assign new leads to the sales reps or reassign the existing leads to other sales executive incase of employee turnover.

Re-open Leads
Reopen closed leads.

Quotes
Generate quotation from within the system to send it to customers/prospects.

Document Management
Attach documents exchanged with prospects and easily collaborate on the documents with managers.

Analytics
The graphical and analytical tools such as MIS and dashboard lets you explore and gain complete insight of information.

SMS and Email
Interact with your customers by sending them Email and SMS for offers and discounts.

Reports
Flexible reports that can be easily sliced and diced. Allows you to export data in excel.

Excel Uploads
Easily migrate or upload your existing data from excel spreadsheet.

Adhoc Reporting
Easily manage indirect or dotted line reporting of team or employee.

Data Backup and Restore
Backup the data as required and easily restore it during the crisis.

Hardware Requirement

- CPU: 2 GHz +
- RAM: 512 MB (minimum)
- Disk Space: 100 MB (minimum)
- Screen Resolutions: 1024*768

Software

- OS: Microsoft Windows XP, Windows Vista, Windows 7.
- Microsoft Dot Net Framework 2.0
- Report viewer (Free Runtime)

• Captures complete lead information such as contact details, source of enquiry, products enquired.
• Complete insight of follow-up.
• Receive timely Reminders for important follow-ups.
• Sales forecast.
• Region-wise lead details.
• Comprehensive customer details.
• Customer loyalty like track of repetitive business from a particular customer.
• Know your strong selling points.
• Know reasons for losing orders.
• A single place where all the data related to a lead is maintained.
• Maintain payment details of order booked.
• Incentive calculation made easy.
• Assign leads to the sales executives.
• Re-assign the existing leads incase of employee leaving the organization.
• Re-open closed leads for re-negotiation.
• Measure team/employee performance.
• Create quotes from EQMS to complete the sales lifecycle.
• Export data to excel to build customized report for further MIS and forecasting.
• Backup and Restoration facility to safeguard your data.
• Upload existing data from excel file.
• History of follow-up done and document shared with customer.
• Improve communication with prospects by sending Emails/SMS.
• Access data from anywhere across multiple branches and locations..
• Powerful reporting capabilities with slice and dice reports, Monthly report that gives the entire snapshot of sales, MIS and dashboard helps you explore and gain complete insight of information.
• Create quote within the system to complete the deal lifecycle.
• With Adhoc reporting easily manage indirect or dotted line reporting of team or employee.
• Geographic Access helps you manage channels sales and let you access your data anywhere, anytime.

Remote Support
Issues can be resolved via the IT support facility, by gaining remote PC access. Thus breaking the location barriers. Following are the utilities required to avail remote support. These tools are secure and easy to use. It just requires a PC and internet connection.

- Show My PC download now
- Team Viewer download now

Microsoft Dot Net Framework 2.0 (Free Runtime)
A free runtime from Microsoft required for all our products download now
Report viewer (Free Runtime) download now
SQL Server 2005 onwards download now

Enquiry
List of enquiry/leads, product wise leads generated,

Enquiry History
Get the complete lead lifecycle from lead generation to quote at one glance.

Follow-up
List of follow-ups done.

Status/Hit Rate
Lead and product wise list of enquires/leads booked, lost or cancelled useful to determine the performance.

Quotes
List of quotation, product wise quotation.

Monthly Report
Entire snapshot of sales done on monthly basis.

Sample reports

Price in INR (Min 25 User)

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